|
1
|
Bank of America
Charlotte,
North Carolina
|
$513M
|
+$33.9M
|
+567,630
|
+7%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$215M
|
+$215M
|
+3,600,000
|
New
|
|
|
3
|
Horizon Kinetics
New York
|
$141M
|
-$7.61M
|
-127,277
|
-5%
|
|
|
4
|
|
$85.9M
|
-$3.51M
|
-58,758
|
-4%
|
|
|
5
|
IndexIQ Advisors
New York
|
$79.4M
|
+$79.5M
|
+1,329,877
|
New
|
|
|
6
|
BOK Financial Private Wealth
Denver,
Colorado
|
$48.5M
|
+$8.01M
|
+133,912
|
+20%
|
|
|
7
|
Valmark Advisers
Akron,
Ohio
|
$48.2M
|
+$261K
|
+4,360
|
+0.5%
|
|
|
8
|
Madison Investment Holdings
Madison,
Wisconsin
|
$42.4M
|
+$11.6M
|
+193,247
|
+37%
|
|
|
9
|
|
$30.5M
|
+$11.4M
|
+190,230
|
+59%
|
|
|
10
|
Advisornet Financial
Minnetonka,
Minnesota
|
$23.1M
|
-$5.96M
|
-99,653
|
-20%
|
|
|
11
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$20.7M
|
+$20.7M
|
+346,813
|
New
|
|
|
12
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$20.1M
|
+$1.62M
|
+27,068
|
+9%
|
|
|
13
|
Hancock Whitney
Gulfport,
Mississippi
|
$17.9M
|
+$17.9M
|
+299,745
|
New
|
|
|
14
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$17.7M
|
+$4.72M
|
+78,998
|
+36%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$16.8M
|
+$4.28M
|
+71,508
|
+34%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.6M
|
+$1.04M
|
+17,359
|
+7%
|
|
|
17
|
|
$15M
|
+$7.03M
|
+117,530
|
+88%
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$14.5M
|
+$1.65M
|
+27,602
|
+13%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12.3M
|
+$12M
|
+200,475
|
+3,448%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$11.7M
|
+$3.07M
|
+51,266
|
+36%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$10.9M
|
+$2.93M
|
+48,918
|
+37%
|
|
|
22
|
Vickerman & Driscoll Financial Advisors
Spokane,
Washington
|
$10.8M
|
+$621K
|
+10,380
|
+6%
|
|
|
23
|
Jackson Wealth Management
Lake Mary,
Florida
|
$10.5M
|
+$781K
|
+13,062
|
+8%
|
|
|
24
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$9.98M
|
+$1.49M
|
+24,959
|
+18%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$9.91M
|
-$516K
|
-8,626
|
-5%
|
|
